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February 23, 2022

Successful investment is all about communicating clearly. Read part three of this three-part series by Lisa M. Laird, CFA, Harvey Shapiro, and Karyn Williams. Published in CFA Institute Enterprising Investor. 

Is our language precise? Are our goals obtainable? How can we help decision makers to better understand their choices when it comes to competing objectives?

Find the article here.

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January 25, 2022

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Successful investment is all about communicating clearly. Read part two of this three-part series, "On Investment Objectives and Risks, Clear Communication Is Key", by Lisa M. Laird, CFA, Harvey D. Shapiro, and Karyn Williams, PhD. Published in CFA Institute Enterprising Investor. So what’s wrong with traditional investment decision frameworks?

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January 14, 2022

 

In this article, Making Risk Management Actually Work in Your Investment Office, Mike Dudkowski discusses practical aspects of investment risk management, including common pitfalls that can be the difference between successful risk management programs and those that are not.

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December 17, 2021

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Successful investment is all about communicating clearly. Read part one of this three-part series, "On Investment Objectives and Risks, Clear Communication Is Key", written by Lisa M. Laird, CFA, Harvey D. Shapiro, and Karyn Williams, PhD and published today in CFA Institute Enterprising Investor.

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August 12, 2021

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Karyn Williams, PhD and co-author Harvey D. Shapiro (Senior Advisor,   Institutional Investor) published an article in the July/August edition of Investments & Wealth Monitor.

In this article, "Communicating Clearly About Investment Objectives and Risks", Williams and Shapiro discuss an approach helping every fiduciary, regardless of their role or experience, to communicate effectively about investment objectives and risks that matter.

 

 

August 29, 2019

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Karyn Williams and co-authors published a paper available on SSRN – FEN (Social Science Research Network – Financial Economics); a revision was published September 3, 2020

 

The paper, “π Portfolio Management: Reaching Goals while Avoiding Losses” proposes a unique approach to portfolio selection that explicitly takes into account investors' simultaneous investment objectives, such as achieving target return levels and avoiding specific drawdown limits. 

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The paper can be found here.

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